2020-06-17 ACQ/ERM FG Meeting notes
Date
Jun 17, 2020 11AM-12:30
Zoom:
See calendar item or inquire with Chair for Zoom details.
Attendees
@Mark Hemhauser (Unlicensed) , UC Berkeley
@Lisa Spagnolo , UC Davis (co-chair)
@Paula Pascual , UC Irvine
@Stacy McKenna , UCLA
@Sarah Sheets , UC Merced
@Carla Arbagey , UC Riverside (co-chair)
@Judy Keys , UC San Diego
@Lisa Wong , UC Santa Cruz
@Holly Eggleston (Unlicensed) , California Digital Library
@Susan Boone , UC San Francisco
@Maricel Cruz (Unlicensed) , UC Santa Barbara
Not attending
-Carla
Future agenda items
Discussion items
Item | Desired Outcome | Time | Who | Notes | Decisions | Actions | |
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1 | Assemble | Getting settled, reviewing agenda | 5 | Lisa |
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2 | Admin Items |
| 5 | Lisa | Update from SILS Chairs
Discuss review project for gathering questions from previous documents.
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| ACTION: Lisa S start spreadsheet for tracking queued questions. ACTION: All provide feedback as you have it, on the questions spreadsheet- https://docs.google.com/spreadsheets/d/1PCI96ZCC9AxsvLlOe_if1h-lOFIT1Y6Dl5C8eol0Qf4/edit#gid=0 |
3 | Updates: specifically from PPC | Shared understanding of PPC activities, including what is routing to our FG. | 10 | Lisa | No PPC meeting on 6/12
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| Lisa S. will followup on whether there is a benefit to having SCP data in ILS records. And clarify how IZ records link to the NZ. / 5/27 [Lisa S. to confirm that other groups resolving this as an issue/question - 6/17.] ACTION: FG asked to finalize vision statements and post to wiki - Lisa S prepare for next meeting review ACTION: Lisa check on details of certification process - are these materials available to us now.
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4 | Decision Page - Vendors Discussion | Approve closure of ILSDC Vendors Decision Page; Develop migration-related Vendors Decision Page (to route to IC) | 15 | All | Decision Page Vendor Records in the Network Zone Sharing Vendor Info in NZ (ExL doc) NEW: Vendor Data for Migration to Test Global Vendor File in Vanguard Discussing Vendor Data: CDL would load all vendors, use suffix to prevent unintentional matching. CDL share all vendors to all campuses Would identify subset (1 or 2) of vendors for IZ to link to. Looks like proposal is only for a subset of campuses to link to selected vendor. Should all vanguard campuses link to same vendors? Would make more sense for how we'd apply this as a policy? Q: If we wish to use NZ vendors, does an institution migrate the same vendor code in their vendor file? Q: If we use an NZ vendor, does an institution migrate their POL w/the NZ vendor code in the POL vendor code field? Q: Followup from 6/3 - ExL response to Q8. Their recommended workflow says not to share the vendor. Why not? This feeds back to our core vendor question of "what do we gain by sing shared vendors, what do we lose if we do not" 360RM - CDL, UCLA, UCSB (only uses PRV prefixed vendors for holding Sushi credentials) Currently awaiting responses from ExL related to shared vendors. Maybe we just test it in the Vanguard. | Decision: Close for decision, acknowledge more specific discussion continuing | Everyone: continue to look at vendor records in the NZ and think about answers to the questions on the decision page so we can make a decision for next week’s meeting ACTION: Lisa add vendor followup questions (to vendor basecamp thread or to new thread? |
5 | Vendors Basecamp Item | Identify what is needed for follow-up Q to Ex Libris (vs. exploration in Sandbox or in Vanguard) - what do we need to know now? If OK, time to archive Basecamp item? | 10 | All | Lisa to update if there’s any update on Basecamp item. | Decision: Archive thread, post followups as new thread, retain google doc. (Not closing in light of extra questions resulting from discussion on Vendor Data page. | Everyone review for items needing additional followup. |
6 | Decision Page on P2E | Developing a quick turnaround recommendation for P2E data due in next week; beginning of testing plan for Vanguard. | 15 | All
| Decision Page: P2E Recommendations for Vanguard Maricel reminded us to consider how to migrate P+E order records because theirs all migrated as Print Only. When combined recommend make electronic journal subscription order have an acq method of Purchase. Print journal sub order acq method of “technical” because NO payment. Then manually link them post-migration. Took two years for UCSB to clean-up. Also option auto-renew or manual renewal. Maricel advises to auto-renew in Alma. Jharina recommends separating your P+E orders before migration if you can. Put your e orders on an e-bib! Note fields in POLs are NOT searchable. Can search on receiving note. Case sensitive! The only searchable note in Analytics for electronic POLs is the vendor note field. P2E Lessons Learned Google Document 6/17 - more document work in light of 6/12 extra discussion and 6/16 CDL discussion. |
| @Lisa Spagnolo will review Alison’s CDL-related implementation docs in Basecamp for FG-accessible schematic of CDL data stores/workflow. |
7 | Vision Document | Review document for final form for Confluence presentation |
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8 | Wrap-up | Identify next actions | 5 | Lisa | Propose meeting of III campuses (both new and already-alma) to discuss migration issues prior to next meeting. [This was our P2E call - what do we want to cover for next time.] Request to record to share with SCP? |
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9 | Parking Lot | To save for future discussion (after 6/3 call - identify what to bring in next) | 75/75 |
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